TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$4.42亿2026Q2 申报市值
226持仓数
34.0%前十大占比 · 第一大 7.8%
5 / 2148新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1,632.30万
IUSB 加仓+$488.15万
CORO 加仓+$459.08万
IALT 新建仓+$308.47万
SPY 加仓+$228.06万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$512.49万
EFV 减仓-$463.90万
IAGG 清仓-$229.37万
IEMG 减仓-$197.07万
AAPL 减仓-$161.90万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAT | AMERICAN ASSETS TR INC COM | $0 | 0.00% | 0 | -190 | -100.0% | -$3,498 | 清仓 |
| ADNT | ADIENT PLC ORD SHS | $0 | 0.00% | 0 | -173 | -100.0% | -$3,496 | 清仓 |
| AES | AES CORP COM | $0 | 0.00% | 0 | -248 | -100.0% | -$3,494 | 清仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $0 | 0.00% | 0 | -570 | -100.0% | -$3,478 | 清仓 |
| AGIX | KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $0 | 0.00% | 0 | -106 | -100.0% | -$3,474 | 清仓 |
| SW | SMURFIT WESTROCK PLC SHS | $0 | 0.00% | 0 | -87 | -100.0% | -$3,467 | 清仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -177 | -100.0% | -$3,467 | 清仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $0 | 0.00% | 0 | -184 | -100.0% | -$3,467 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $0 | 0.00% | 0 | -369 | -100.0% | -$3,458 | 清仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $0 | 0.00% | 0 | -53 | -100.0% | -$3,451 | 清仓 |
| MOS | MOSAIC CO COM | $0 | 0.00% | 0 | -135 | -100.0% | -$3,443 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $0 | 0.00% | 0 | -44 | -100.0% | -$3,433 | 清仓 |
| VYX | NCR VOYIX CORPORATION COM | $0 | 0.00% | 0 | -542 | -100.0% | -$3,431 | 清仓 |
| MHO | M/I HOMES INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$3,429 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $0 | 0.00% | 0 | -122 | -100.0% | -$3,406 | 清仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -72 | -100.0% | -$3,394 | 清仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$3,351 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $0 | 0.00% | 0 | -37 | -100.0% | -$3,346 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC COM | $0 | 0.00% | 0 | -307 | -100.0% | -$3,322 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $0 | 0.00% | 0 | -51 | -100.0% | -$3,296 | 清仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $0 | 0.00% | 0 | -53 | -100.0% | -$3,295 | 清仓 |
| CXW | CORECIVIC INC COM | $0 | 0.00% | 0 | -173 | -100.0% | -$3,271 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -62 | -100.0% | -$3,271 | 清仓 |
| CNMD | CONMED CORP COM | $0 | 0.00% | 0 | -92 | -100.0% | -$3,253 | 清仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $0 | 0.00% | 0 | -12 | -100.0% | -$3,249 | 清仓 |
| — | AMARIN CORP PLC SPONSORED ADR | $0 | 0.00% | 0 | -224 | -100.0% | -$3,239 | 清仓 |
| AOS | SMITH A O CORP COM | $0 | 0.00% | 0 | -49 | -100.0% | -$3,231 | 清仓 |
| ICHR | ICHOR HOLDINGS SHS | $0 | 0.00% | 0 | -69 | -100.0% | -$3,216 | 清仓 |
| CNM | CORE & MAIN INC CL A | $0 | 0.00% | 0 | -65 | -100.0% | -$3,211 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -11 | -100.0% | -$3,198 | 清仓 |
| EXTR | EXTREME NETWORKS INC COM | $0 | 0.00% | 0 | -212 | -100.0% | -$3,197 | 清仓 |
| CDE | COEUR MNG INC COM NEW | $0 | 0.00% | 0 | -170 | -100.0% | -$3,191 | 清仓 |
| U | UNITY SOFTWARE INC COM | $0 | 0.00% | 0 | -145 | -100.0% | -$3,181 | 清仓 |
| MTG | MGIC INVT CORP WIS COM | $0 | 0.00% | 0 | -121 | -100.0% | -$3,176 | 清仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -70 | -100.0% | -$3,174 | 清仓 |
| UI | UBIQUITI INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$3,161 | 清仓 |
| RNG | RINGCENTRAL INC CL A | $0 | 0.00% | 0 | -85 | -100.0% | -$3,161 | 清仓 |
| MSM | MSC INDL DIRECT INC CL A | $0 | 0.00% | 0 | -34 | -100.0% | -$3,137 | 清仓 |
| — | CLEARWAY ENERGY INC CL A | $0 | 0.00% | 0 | -80 | -100.0% | -$3,134 | 清仓 |
| VDE | VANGUARD ENERGY ETF | $0 | 0.00% | 0 | -18 | -100.0% | -$3,115 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $0 | 0.00% | 0 | -311 | -100.0% | -$3,091 | 清仓 |
| BHE | BENCHMARK ELECTRS INC COM | $0 | 0.00% | 0 | -55 | -100.0% | -$3,083 | 清仓 |
| CR | CRANE COMPANY COMMON STOCK | $0 | 0.00% | 0 | -18 | -100.0% | -$3,078 | 清仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $0 | 0.00% | 0 | -64 | -100.0% | -$3,070 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -193 | -100.0% | -$3,065 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$3,064 | 清仓 |
| GDDY | GODADDY INC CL A | $0 | 0.00% | 0 | -37 | -100.0% | -$3,059 | 清仓 |
| JBGS | JBG SMITH PPTYS COM | $0 | 0.00% | 0 | -209 | -100.0% | -$3,053 | 清仓 |
| PZZA | PAPA JOHNS INTL INC COM | $0 | 0.00% | 0 | -94 | -100.0% | -$3,047 | 清仓 |
| UEC | URANIUM ENERGY CORP COM | $0 | 0.00% | 0 | -223 | -100.0% | -$3,011 | 清仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $0 | 0.00% | 0 | -29 | -100.0% | -$3,009 | 清仓 |
| FHI | FEDERATED HERMES INC CL B | $0 | 0.00% | 0 | -53 | -100.0% | -$3,006 | 清仓 |
| CRK | COMSTOCK RES INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$2,993 | 清仓 |
| NGVT | INGEVITY CORP COM | $0 | 0.00% | 0 | -42 | -100.0% | -$2,992 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $0 | 0.00% | 0 | -181 | -100.0% | -$2,990 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$2,982 | 清仓 |
| BE | BLOOM ENERGY CORP COM CL A | $0 | 0.00% | 0 | -22 | -100.0% | -$2,981 | 清仓 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $0 | 0.00% | 0 | -486 | -100.0% | -$2,974 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $0 | 0.00% | 0 | -140 | -100.0% | -$2,965 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $0 | 0.00% | 0 | -640 | -100.0% | -$2,963 | 清仓 |
| ARI | APOLLO COML REAL ESTATE FIN COM | $0 | 0.00% | 0 | -279 | -100.0% | -$2,946 | 清仓 |
| CASH | PATHWARD FINANCIAL INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$2,945 | 清仓 |
| ANDE | ANDERSONS INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$2,943 | 清仓 |
| PODD | INSULET CORP COM | $0 | 0.00% | 0 | -14 | -100.0% | -$2,938 | 清仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $0 | 0.00% | 0 | -64 | -100.0% | -$2,932 | 清仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $0 | 0.00% | 0 | -77 | -100.0% | -$2,927 | 清仓 |
| GIB | CGI INC CL A SUB VTG | $0 | 0.00% | 0 | -40 | -100.0% | -$2,924 | 清仓 |
| ESS | ESSEX PPTY TR INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$2,904 | 清仓 |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$2,899 | 清仓 |
| SLM | SLM CORP COM | $0 | 0.00% | 0 | -135 | -100.0% | -$2,890 | 清仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $0 | 0.00% | 0 | -308 | -100.0% | -$2,883 | 清仓 |
| DDS | DILLARDS INC CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$2,861 | 清仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $0 | 0.00% | 0 | -133 | -100.0% | -$2,845 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $0 | 0.00% | 0 | -35 | -100.0% | -$2,843 | 清仓 |
| TMP | TOMPKINS FINL CORP COM | $0 | 0.00% | 0 | -36 | -100.0% | -$2,838 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $0 | 0.00% | 0 | -29 | -100.0% | -$2,823 | 清仓 |
| FDS | FACTSET RESH SYS INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$2,821 | 清仓 |
| GME | GAMESTOP CORP CL A | $0 | 0.00% | 0 | -122 | -100.0% | -$2,811 | 清仓 |
| UDR | UDR INC COM | $0 | 0.00% | 0 | -83 | -100.0% | -$2,804 | 清仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $0 | 0.00% | 0 | -40 | -100.0% | -$2,769 | 清仓 |
| BOX | BOX INC CL A | $0 | 0.00% | 0 | -117 | -100.0% | -$2,766 | 清仓 |
| TXNM | TXNM ENERGY INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$2,748 | 清仓 |
| TECK | TECK RESOURCES LTD CL B | $0 | 0.00% | 0 | -53 | -100.0% | -$2,743 | 清仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $0 | 0.00% | 0 | -413 | -100.0% | -$2,738 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $0 | 0.00% | 0 | -142 | -100.0% | -$2,722 | 清仓 |
| THO | THOR INDS INC COM | $0 | 0.00% | 0 | -34 | -100.0% | -$2,716 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -89 | -100.0% | -$2,713 | 清仓 |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $0 | 0.00% | 0 | -96 | -100.0% | -$2,699 | 清仓 |
| — | WHITESTONE REIT COM | $0 | 0.00% | 0 | -167 | -100.0% | -$2,697 | 清仓 |
| CGNX | COGNEX CORP COM | $0 | 0.00% | 0 | -55 | -100.0% | -$2,694 | 清仓 |
| RUN | SUNRUN INC COM | $0 | 0.00% | 0 | -198 | -100.0% | -$2,685 | 清仓 |
| NBTB | NBT BANCORP INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$2,683 | 清仓 |
| MCRI | MONARCH CASINO & RESORT INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$2,677 | 清仓 |
| — | MASIMO CORP COM | $0 | 0.00% | 0 | -15 | -100.0% | -$2,668 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $0 | 0.00% | 0 | -117 | -100.0% | -$2,664 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$2,662 | 清仓 |
| CALX | CALIX INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$2,645 | 清仓 |
| GNW | GENWORTH FINL INC COM SHS | $0 | 0.00% | 0 | -325 | -100.0% | -$2,639 | 清仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $0 | 0.00% | 0 | -679 | -100.0% | -$2,635 | 清仓 |
| POOL | POOL CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$2,630 | 清仓 |